Filing Research | SANOFI SA Institutional Holdings

Snapshot holdings

50 / 181 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	2.0MSH	$85.8M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	235.1KSH	$10.0M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	138.5KSH	$5.9M
4	TrueMark Investments, LLC	Shares	125.9KSH	$5.4M
5	Merit Financial Group, LLC	Shares	110.7KSH	$4.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	102.2KSH	$4.4M
7	Thomasville National Bank	Shares	99.7KSH	$4.3M
8	Sound Income Strategies, LLC	Shares	91.0KSH	$3.9M
9	Synergy Asset Management, LLC	Shares	90.7KSH	$3.9M
10	First Bank & Trust	Shares	83.9KSH	$3.6M
11	Baker Ellis Asset Management LLC	Shares	81.3KSH	$3.5M
12	Cardinal Capital Management	Shares	80.5KSH	$3.4M
13	Catalyst Capital Advisors LLC	Shares	79.0KSH	$3.4M
14	FULTON BANK, N.A.	Shares	68.2KSH	$2.9M
15	Raleigh Capital Management Inc.	Shares	63.4KSH	$2.7M
16	BENJAMIN EDWARDS INC	Shares	61.6KSH	$2.6M
17	CWA Asset Management Group, LLC	Shares	58.5KSH	$2.5M
18	Envestnet Portfolio Solutions, Inc.	Shares	53.4KSH	$2.3M
19	Palouse Capital Management, Inc.	Shares	52.3KSH	$2.2M
20	Old Port Advisors	Shares	48.1KSH	$2.1M
21	AUGUSTINE ASSET MANAGEMENT INC	Shares	44.1KSH	$1.9M
22	BTC Capital Management, Inc.	Shares	43.1KSH	$1.8M
23	Crossmark Global Holdings, Inc.	Shares	40.8KSH	$1.7M
24	Cascade Investment Advisors, Inc.	Shares	38.3KSH	$1.6M
25	Financial Solutions Advisory Group, Inc.	Shares	36.6KSH	$1.6M
26	HF Advisory Group, LLC	Shares	37.3KSH	$1.6M
27	China Universal Asset Management Co., Ltd.	Shares	37.0KSH	$1.6M
28	Farther Finance Advisors, LLC	Shares	36.3KSH	$1.6M
29	Sequoia Financial Advisors, LLC	Shares	35.0KSH	$1.5M
30	Stablepoint Partners, LLC	Shares	33.4KSH	$1.4M
31	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	33.4KSH	$1.4M
32	Archford Capital Strategies, LLC	Shares	33.2KSH	$1.4M
33	LANARK FINANCIAL, INC.	Shares	32.7KSH	$1.4M
34	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	31.5KSH	$1.3M
35	Aaron Wealth Advisors LLC	Shares	29.1KSH	$1.2M
36	SIGNATUREFD, LLC	Shares	28.7KSH	$1.2M
37	Y-Intercept (Hong Kong) Ltd	Shares	24.1KSH	$1.0M
38	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	24.0KSH	$1.0M
39	Ballentine Partners, LLC	Shares	23.2KSH	$990.7K
40	Keystone Financial Planning, Inc.	Shares	21.9KSH	$933.1K
41	NEW WAVE WEALTH ADVISORS LLC	Shares	18.9KSH	$805.8K
42	Mirae Asset Global Investments Co., Ltd.	Shares	18.4KSH	$786.1K
43	VIKING FUND MANAGEMENT LLC	Shares	18.0KSH	$767.9K
44	Abel Hall, LLC	Shares	17.8KSH	$760.2K
45	GC Wealth Management RIA, LLC	Shares	17.7KSH	$756.9K
46	Investors Research Corp	Shares	16.5KSH	$702.5K
47	Peoples Bank/KS	Shares	16.4KSH	$698.6K
48	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.3KSH	$694.5K
49	D.A. DAVIDSON & CO.	Shares	16.1KSH	$688.9K
50	Composition Wealth, LLC	Shares	15.2KSH	$649.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 220 loaded

#		Instrument
1	TrueMark Investments, LLC new	Shares	+125.9K	+$5.4M	$5.4M
2	CWA Asset Management Group, LLC new	Shares	+58.5K	+$2.5M	$2.5M
3	Financial Solutions Advisory Group, Inc. new	Shares	+36.6K	+$1.6M	$1.6M
4	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+33.4K	+$1.4M	$1.4M
5	Archford Capital Strategies, LLC new	Shares	+33.2K	+$1.4M	$1.4M
6	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+43.9K	+$905.5K	$10.0M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+17.6K	+$714.2K	$1.0M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+14.8K	+$609.0K	$786.1K
9	NEW WAVE WEALTH ADVISORS LLC added	Shares	+11.9K	+$468.4K	$805.8K
10	IFP Advisors, Inc added	Shares	+9.6K	+$395.1K	$505.6K
11	Ballentine Partners, LLC added	Shares	+10.7K	+$388.1K	$990.7K
12	Composition Wealth, LLC added	Shares	+8.1K	+$307.0K	$649.0K
13	First Bank & Trust added	Shares	+15.9K	+$304.5K	$3.6M
14	RFG Advisory, LLC new	Shares	+5.6K	+$240.6K	$240.6K
15	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+6.5K	+$229.8K	$644.3K
16	WEALTHEDGE INVESTMENT ADVISORS, LLC new	Shares	+5.1K	+$218.0K	$218.0K
17	VIKING FUND MANAGEMENT LLC added	Shares	+6.0K	+$189.7K	$767.9K
18	Portside Wealth Group, LLC added	Shares	+4.9K	+$178.7K	$426.9K
19	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+5.5K	+$92.6K	$1.3M
20	Abel Hall, LLC added	Shares	+3.5K	+$68.1K	$760.2K
21	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+2.1K	+$56.0K	$358.5K
22	Avior Wealth Management, LLC added	Shares	+1.5K	+$36.5K	$259.9K
23	Capital Investment Advisory Services, LLC added	Shares	+1.3K	+$31.8K	$248.1K
24	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.5K	+$26.5K	$359.4K
25	Cape Investment Advisory, Inc. new	Shares	+558	+$23.8K	$23.8K
26	Sivia Capital Partners, LLC added	Shares	+1.8K	+$22.6K	$490.7K
27	SJS Investment Consulting Inc. added	Shares	+176	+$6.8K	$12.8K
28	JFS WEALTH ADVISORS, LLC added	Shares	+136	+$5.6K	$7.5K
29	True Wealth Design, LLC added	Shares	+152	+$5.0K	$18.0K
30	Trust Co added	Shares	+180	+$4.9K	$29.3K
31	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+156	+$4.9K	$20.4K
32	Tradewinds Capital Management, LLC new	Shares	+70	+$3.0K	$3.0K
33	GoalVest Advisory LLC new	Shares	+65	+$2.8K	$2.8K
34	Princeton Global Asset Management LLC added	Shares	+46	+$1.8K	$3.1K
35	Nova Wealth Management, Inc. new	Shares	+37	+$1.6K	$1.6K
36	HORIZON FINANCIAL SERVICES, LLC new	Shares	+31	+$1.3K	$1.3K
37	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+26	+$1.1K	$1.1K
38	Monetary Solutions, Ltd new	Shares	+19	+$811	$811
39	Mosley Wealth Management new	Shares	+5	+$213	$213
40	CX Institutional unchanged	Shares	0	-$1	$4
41	TSFG, LLC unchanged	Shares	0	-$7	$51
42	Darwin Wealth Management, LLC unchanged	Shares	0	-$14	$106
43	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$22	$170
44	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$50	$384
45	Quest 10 Wealth Builders, Inc. added	Shares	+2	-$86	$1.4K
46	TOTH FINANCIAL ADVISORY CORP exited	Shares	-2	-$97	$0
47	Oakworth Capital, Inc. unchanged	Shares	0	-$111	$853
48	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$127	$982
49	B. Riley Wealth Advisors, Inc. added	Shares	+935	-$161	$578.8K
50	JACOBS & CO/CA exited	Shares	-4.3K	-$207	$0

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